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3,489 hedge funds and large institutions have $222B invested in Merck in 2024 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,533 increasing their positions, 1,416 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.95B | Put options by funds: $1.77B

8% more repeat investments, than reductions

Existing positions increased: 1,533 | Existing positions reduced: 1,416

0.04% more ownership

Funds ownership: 77.22%77.26% (+0.04%)

9% less first-time investments, than exits

New positions opened: 145 | Existing positions closed: 160

2% less funds holding

Funds holding: 3,5443,489 (-55)

8% less capital invested

Capital invested by funds: $242B → $222B (-$20.5B)

41% less funds holding in top 10

Funds holding in top 10: 193114 (-79)

Holders
3,489
Holders Change
-55
Holders Change %
-1.55%
% of All Funds
50.1%
Holding in Top 10
114
Holding in Top 10 Change
-79
Holding in Top 10 Change %
-40.93%
% of All Funds
1.64%
New
145
Increased
1,533
Reduced
1,416
Closed
160
Calls
$1.95B
Puts
$1.77B
Net Calls
+$179M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Winslow Asset Management
Ohio
$10.4M +$53K +446 +0.5%
VCM
752
Violich Capital Management
California
$10.4M +$95K +800 +0.9%
EWA
753
Exencial Wealth Advisors
Oklahoma
$10.4M -$729K -6,133 -6%
ACM
754
Adalta Capital Management
New York
$10.3M -$6.89K -58 -0.1%
SLI
755
Sumitomo Life Insurance
Japan
$10.2M +$1.75M +14,744 +20%
OBAM
756
ODDO BHF Asset Management
France
$10.2M +$10.7M +89,703 New
WAM
757
Weiss Asset Management
Massachusetts
$10.1M +$10.6M +89,271 New
MOS
758
MGO One Seven
Ohio
$10.1M +$1.43M +12,011 +16%
HA
759
Hamel Associates
New Jersey
$10M -$82.6K -695 -0.8%
EF
760
Empirical Finance
Pennsylvania
$10M +$236K +1,984 +2%
ECM
761
Everence Capital Management
Indiana
$10M
MWM
762
Meridian Wealth Management
Kentucky
$9.95M +$343K +2,888 +3%
MCM
763
Mill Capital Management
North Carolina
$9.94M
BCV
764
Banque Cantonale Vaudoise
Switzerland
$9.93M +$244K +2,056 +2%
OCBCO
765
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.85M -$2.66M -22,372 -20%
ADEF
766
Adams Diversified Equity Fund
Maryland
$9.81M
CCT
767
Chemung Canal Trust
New York
$9.79M -$2.18M -18,362 -18%
CCB
768
Country Club Bank
Missouri
$9.76M -$87.1K -733 -0.8%
WIC
769
WealthBridge Investment Counsel
Alberta, Canada
$9.7M +$32.7K +275 +0.3%
SB
770
Simmons Bank
Arkansas
$9.64M -$217K -1,826 -2%
EGM
771
Engineers Gate Manager
New York
$9.62M -$8.92M -75,050 -47%
OGC
772
Oak Grove Capital
New Hampshire
$9.57M +$4.04M +33,977 +68%
CSIC
773
Clifford Swan Investment Counsel
California
$9.54M +$481K +4,050 +5%
EH
774
Equitable Holdings
New York
$9.52M +$1.21M +10,216 +14%
LF
775
Longbow Finance
Switzerland
$9.52M +$453K +3,810 +5%

MRK Hedge Fund Activity: Q3 2024 in Review

3,489 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2024, worth a combined $222B — down 8.5% from $242B a quarter earlier.

Sellers outnumbered buyers: 160 funds closed out of MRK and 145 opened new positions — a net loss of 15 holders — while 1,416 trimmed existing stakes and 1,533 added.

The largest buyer was Vanguard Group, adding an estimated $609M. The largest seller was DZ Bank, cutting an estimated $1.3B.

  • 3,489 institutional investors held Merck (MRK) as of Q3 2024, down from 3,544 in Q2 2024.
  • Funds reported $222B of Merck stock for Q3 2024, down 8.5% quarter-over-quarter.
  • 145 funds opened new Merck positions in Q3 2024 and 160 closed out, a net change of -15 holders.
  • The largest Merck buyer in Q3 2024 was Vanguard Group, an estimated $609M added.
  • The largest Merck seller in Q3 2024 was DZ Bank, an estimated $1.3B sold.

Based on aggregated 13F filings for Q3 2024.